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COSIX vs JSORX
COSIX vs JSORX Comparison
Open Charts COSIX vs JSORX
Columbia Strategic Income A
Price$21.84
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets5.77B
JPMorgan Strategic Income Opports R5
Price$11.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.45B
COSIX vs JSORX Comparison Chart
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COSIX vs. JSORX commentary
Jun 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is COSIX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX has more cash in the bank: 10.5B vs. COSIX (5.77B). COSIX pays higher dividends than JSORX: COSIX (5.02) vs JSORX (4.76). COSIX was incepted earlier than JSORX: COSIX (48 years) vs JSORX (17 years). COSIX (0.94) is less costly to investors than JSORX (0.76). JSORX is a more actively managed with annual turnover of: 565.00 vs. COSIX (272.00). JSORX has a lower initial minimum investment than COSIX: JSORX (0) vs COSIX (2000). COSIX annual gain was more profitable for investors over the last year : 7.26 vs. JSORX (4.69). JSORX return over 5 years is better than : 17.42 vs. COSIX (15.28).
| COSIX | JSORX | COSIX / JSORX | |
| Total Expense Ratio | 0.94 | 0.60 | 157% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 48 years | 17 years | - |
| Gain YTD | 3.042 | 1.766 | 172% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 10.5B | 55% |
| Annual Yield % from dividends | 5.02 | 4.76 | 106% |
| Returns for 1 year | 7.26 | 4.69 | 155% |
| Returns for 3 years | 13.88 | 14.62 | 95% |
| Returns for 5 years | 15.28 | 17.42 | 88% |
| Returns for 10 years | 33.65 | 34.68 | 97% |
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